Supporting your role...
403b ASP's platform provides advisors with the tools to create a long-term, mutually beneficial relationship with plan participants. Our environment puts Advisors in the forefront and provides you with service and support for your financial practice. As an advisor the Advisor Gateway allows complete online 403(b) Account Management functions regarding your clients' accounts.
403b ASP's investment platform provides advisors/reps with key advantages to help facilitate a long-term, mutually beneficial advisor/participant relationship. Advisors see a summary view of all participants accounts on which they are an appointed authorized agent and have the ability to enter and manage investment aspects of the participant account (subject to participant approval).
View and print detailed histories of a variety of reports, including participant statements and investment allocations. All Plan Reports are instantly created as Adobe PDF documents for printing or archiving.
The platform acts as a paying agent to the accounts you have been appointed to as an authorized agent. Whether you charge an investment advisor fee or receive 12b1 commissions - the system calculates the compensation data and remits payment to your firm or Broker Dealer.